WealthVP
Date of Foundation
2019

WealthVP

Where readiness meets results.

The Idea origin story

WealthVP is a comprehensive platform designed for committed founders gearing up for capital fundraising. Our core objective is to do more than just linking you with investors; our mission is to ensure you’re equipped to impress and persuade them. Utilizing AI-powered tools and storytelling techniques, we aim to bolster your credibility, amplify your confidence, and put you in a commanding position to secure your funding.

The Mission

Our vision is to standardize startup readiness and empower every founder to raise capital independently with confidence and credibility.

Clients

Startups (Seed to Series A) and Investors (Angels, VCs, FOs

Problems we solve

Client’s problem

Founders are building real companies but struggling to present them in a way that gets investor attention—resulting in missed opportunities, vague feedback, and stalled funding. At the same time, investors waste time sorting through poorly presented deals, making it harder to find high-quality opportunities. The disconnect? Presentation. That’s where WealthVP steps in.

Confirmation of problem

The problem is glaring as ineffective presentation by founders leads to lost opportunities and stalls funding, while causing inefficiency for investors.

Solution

WealthVP bridges the gap between startups and investors by enhancing presentation quality, thus ensuring a smooth funding process.

Our technologies

This solution is based on technologies

AI-powered tools and storytelling techniques could be vital for this startup.

How it works

WealthVP, the AI-powered mobile platform enhances investor readiness by providing analysis tools and a credible network for founders.

Value for the client

WealthVP streamlines the fundraising process by expertly showcasing startups to secure quality investor interest.

Market and strategy

Market size

70

mln/year

We estimate the market size for which our solution is designed in monetary terms as follows

Market share goal

7,5

% of the market

Is our goal in the next 3 years

Team

My name’s

Lacey PReach

My key role in the product

My primary role is the CEO, where I am responsible for setting strategic goals, making major corporate decisions and building a dynamic team.

Team size and key members

Our team comprises of Leif Hartwig, AdaPia d'Errico, Lacey Preach & Kiran Jupudi. We bring together deep expertise in software startups, fintech & SaaS innovation.

Competitors

Competitors

In the fundraising platform space, key competitors include AngelList, SeedInvest, CircleUp and Gust. These platforms share our goal of connecting startups with investors but differ in their approach and focus areas.

Our Advantages

WealthVP revolutionizes investor readiness with our AI-enabled platform. Optimized for analysis, valuation and video pitching, we provide a curated space for vetted investors and credible businesses to connect. Accessible via a user-friendly app, we are the future of startup readiness.

Business model

Make money through subscription model: $299 per quarter. Partnerships with VCs White Label Solution for investors $10,000 set up fee $5,000 annually (Estimated)

Traction

We experienced a two-fold surge in our revenue during the first quarter of 2025, surpassing the entire financial performance of 2024. Our growth trajectory isn't just promising - it's record-shattering.

We've scaled our company by amplifying the annual recurring revenue (ARR) ten-fold, demonstrating exponential growth and robust business performance.

Metrics

While we experienced a 50% reduction in churn rate during the first quarter of 2025, there was an upturn in the second due to investor scarcity. Currently, our focus is on developing strategic partnerships and attracting high-value investors to rectify this matter.

Incorporation

Our company incorporated in

Delaware

Key risks

The main risks are market fluctuations affecting investment trends, competitors with similar solutions entering the market earlier, and AI technology evolving at a faster pace than our upgrades.

Investments

$

6000000

We raised investments

Our Investors

UNHWI's, Angel Investors

Rising Investments

$

10000000

Currently, we are raising investments

$

Estimated pre-investment valuation of the company

We’re looking for a co-founders

Open positions

Article

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Additional information

Growth